Customer Success Manager, Fund Analytics

Role Overview:

Come join the LSEG team!

As a Customer Success Manager (CSM) you connect clients to our products providing guidance throughout the customer's lifecycle and creating the conditions for optimal contract renewal and growth! In a role that is comprised of relationship management, education, and workflow expertise, the CSM serves as a trusted advisor to customers, handling a portfolio of financial institutions that have subscribed to LSEG Analytics, a fast-growing business at LSEG focused on transforming market data into actionable and AI-powered insights.

What you'll do:
Develop as a subject matter

across a selection of LSEG's Analytics Solutions, guiding clients to maximize their subscriptions and channelling them to the right teams at LSEG. You'll drive adoption of financial analytics and reporting tools that our clients have purchased for portfolio management and security valuations, risk management and regulatory reporting as well as historical and time series sensitivity analysis.
Relationship Management:

Manage the relationship with your portfolio of LSEG customers, from sale to onboarding and expansion. You will build relationships, proactively contact users and visit their sites in person, with a small amount of travel required (25%). You'll interact with a broad range of stakeholders at financial institutions: C-Suite, heads of desks and end-users who are portfolio and fund managers, sales, traders, analysts, risk managers and developers.
Monitor customer health and proactively identify risks.

You'll assess depth of product usage, frequency, and quality of interactions, and incorporate your understanding of your customer. You will create a strategy to mitigate any cancellation risk, partnering with different teams at LSEG and bringing customer intel back inclusive of the competitor market in your segment.
Education:

Demonstrate and educate end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions.
Drive organic expansion

within your book of business, uncovering new opportunities by actively asking questions and proposing new products that can solve their needs, which for which you'll bring our Sales teams to upsell and cross-sell.
Partner

with Account Managers, Implementation Specialists, Product Managers and Customer Support, among other teams, to ensure we're addressing your customers' needs, acting as their voice at LSEG.
Your Success: A CSM will be measured on:

Customer engagement,
Product Adoption
Revenue attrition and risk mitigation plans implemented
Contribution to sales and renewals
Qualifications/Skills:

Customer Service: +3 years of relevant work experience in customer success, sales, consulting, or other client facing roles.
Financial Knowledge: Proven experience with at least some of the following: fund performance analysis, risk management, portfolio analytics, valuation, structured finance, RMBS, CLOs, loan level data, Fixed Income, sustainable finance.
Software Skills: proficiency in Excel and PowerPoint. Prior experience with Yield Book or Lipper preferred.
Strong communicator comfortable facilitating customer meetings and building relationships .
Strong problem-solving skills.
Proactive and positive attitude.
You value quality and pay close attention to detail, taking full ownership and following-through.
What we offer:

Competitive salary package: base + quarterly bonus
401(k) with matching contribution
Comprehensive medical, vision, and dental coverage
Flexible vacation and PTO policies
Hybrid working with 2/3 days in the office or at client sites, and 2/3 doing home-office
Learning and development opportunities for career growth
A strong, inclusive culture of team collaboration working with a wide range of colleagues globally.
A front seat into how technology powers financial markets in a role where you can customize your day-to-day

Compensation/Benefits Information (

New York applicants only

):

LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $74,600 - $138,800.

Compensation/Benefits Information (

for all California based roles

):

LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $63,400 - $118,000.

Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG's Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of

Integrity, Partnership ,

Excellence

and

Change

underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it's used for, and how it's obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
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